[Yahoo Finance] Fed’s Powell, Miran set to speak with stocks at record highs: What to watch this week [Yahoo/Bloomberg] Trump says meeting [...]

The Foothills of Stagflation Over recent months, HAI has repeatedly suggested that the Trump administration, by national security necessity, looks [...]

[Reuters] Wall St Week Ahead: US housing shares shine as Fed restarts rate cuts [Yahoo/Bloomberg] Trump Predicts Government Could ‘Very Well’ [...]

The market came into the week pricing a 3.63% year-end Fed policy rate. After Wednesday’s 25 bps rate cut, the market ended the week pricing the [...]

[CNBC] Stocks are little changed after market rallies to all-time highs: Live updates [Yahoo/Bloomberg] Gold Nudges Higher as Traders Look for Clues [...]

[CNBC] Stocks climb as investors jump back into tech stocks following rate cut: Live updates [CNBC] Intel surges 30% as Nvidia to invest $5 billion [...]

[CNBC] Stocks little changed as traders await key Fed rate outlook: Live updates [AP] The Federal Reserve wrestles with how many interest rate cuts [...]

[CNBC] S&P 500 ticks higher after benchmark closed above 6,600; Fed meeting to begin: Live updates [Yahoo/Reuters] Gold at record-highs as dollar [...]

[CNBC] Stocks rise after Trump’s positive comments on China trade talks, gain in Tesla: Live updates [Yahoo/Bloomberg] Gold Trades Near Record With [...]

[Yahoo/Bloomberg] Global 36-Hour Interest-Rate Spree Heralds First US Cut of 2025 [Yahoo/Reuters] Fed faces key week of decisions with membership, [...]

[Yahoo/Bloomberg] Trump Backs New Sanctions When NATO Stops Buying Russian Oil [AP] Millions face skyrocketing health insurance costs unless Congress [...]

Let The Thesis Play Out This week, HAI will be quick. There’s just not much to add to the commentary of recent weeks. In HAI‘s view, the [...]